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Sage Asset Management’s Home Depot HD Stock Holding History

Sage Asset Management’s Portfolio HD Stock Details HD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		$3.65M Buy
48,140
+21,840
+83% +$1.69M 2.69% 8
2013
Q2 		$2.04M Buy
+26,300
New +$1.98M 2.55% 20

Other funds holding HD

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Sage Asset Management's HD Position: Q3 2013 in Review

Sage Asset Management increased its Home Depot (HD) stake by 83% in Q3 2013, buying an estimated $1.69M and bringing the position to 48,140 shares worth $3.65M. The position accounts for 2.69% of the portfolio, ranked #8.

Sage Asset Management first reported a position in HD in Q2 2013 and has held it in 2 quarters since. 1,230 funds tracked by Wall St. Rank hold HD as of Q3 2013.

  • Sage Asset Management held 48,140 shares of Home Depot worth $3.65M as of Q3 2013.
  • Sage Asset Management bought 21,840 Home Depot shares in Q3 2013, an estimated $1.69M.
  • Home Depot made up 2.69% of Sage Asset Management's portfolio in Q3 2013, its #8 holding.
  • Sage Asset Management first reported a position in Home Depot in Q2 2013 and has held it in 2 quarters since.
  • 1,230 funds tracked by Wall St. Rank held Home Depot as of Q3 2013.

Based on Sage Asset Management's 13F filing for Q3 2013, filed 13 Nov 2013.